Elm3 Financial Group »

Ishares Tr Msci Usa Momentum Factor shares owned by Elm3 Financial Group

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Elm3 Financial Group from 13F filings

Historical chart of Elm3 Financial Group investment in Ishares Tr Msci Usa Momentum Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Msci Usa Momentum Factor held by Elm3 Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Elm3 Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 15k 256.44
2025-06-30 $4.3M 18k 240.33
2025-03-31 $4.3M 21k 202.13

More positions owned by Elm3 Financial Group

NVIDIA Corporation (NVDA)
Amazon (AMZN)
Broadcom (AVGO)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Mmentm (MTUM)
Eli Lilly & Co. (LLY)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Blackrock Etf Trust Ii Ishares Floating (BRLN)
Home Depot (HD)
Alphabet Cap Stk Cl A (GOOGL)
Pimco Etf Tr Sr Ln Active Etf (LONZ)

View all positions for Elm3 Financial Group

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Envestnet Asset Management
FMR
Raymond James Financial
LPL Financial
Morgan Stanley
Assetmark
Ameriprise Financial
BlackRock
State Treasurer State Of Michigan
HPM Partners
Ronald Blue Trust
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Wealth Enhancement Advisory Services
Colony

View all funds holding Ishares Tr Msci Usa Momentum Factor